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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,551 | $110,337-85.9% | $102,383-84.8% | $145,877-89.3% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 15.57% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,386 | $4,216-67.1% | $3,870-64.2% | $4,663-70.3% |
| Participant deferral / active EE | $1,583 | $5,621-71.8% | $5,060-68.7% | $6,691-76.3% |
| Admin fee / account holder | $1,840 | $9,750-81.1% | $8,391-78.1% | $13,402-86.3% |